UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

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Adviser Profile
As of Date 04/16/2025
Adviser Type - Large advisory firm
Number of Employees 35 16.67%
of those in investment advisory functions 18 -5.26%
Registration Kansas, Terminated, 08/15/2014
Other registrations (2)
AUM* 669,663,839 119.82%
of that, discretionary 628,994,968 106.79%
Private Fund GAV* 15,796,835 100.00%
Avg Account Size 236,046 71.86%
% High Net Worth 19.99% 4.15%
SMA’s Yes
Private Funds 1 1
Contact Info 785 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

365M 313M 261M 208M 156M 104M 52M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$15,796,835

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